OAK-PB
Price:
$20.98
Market Cap:
$2.49B
Brookfield Oaktree Holdings LLC formerly Oaktree Capital Group LLC is an alternative asset manager involved in investing in credit, real assets, private equity, and listed equities. It operates into one segment namely the Investment management business which consists of the services that it provides to clients. It operates in the United States where it generates the majority of its revenue.
Industry
Asset Management
IPO Date
2018-08-07
Stock Exchange
NYSE
Ticker
OAK-PB
According to Oaktree Capital Group, LLC’s latest financial reports and current stock price. The company's current ROE is 9.67%. This represents a change of 253.88% compared to the average of 2.73% of the last 4 quarters.
The mean historical ROE of Oaktree Capital Group, LLC over the last ten years is 19.30%. The current 9.67% ROE has changed -49.89% with respect to the historical average. Over the past ten years (40 quarters), OAK-PB's ROE was at its highest in in the June 2017 quarter at 12.98%. The ROE was at its lowest in in the December 2020 quarter at -7.76%.
Average
19.30%
Median
13.04%
Minimum
9.72%
Maximum
38.04%
Discovering the peaks and valleys of Oaktree Capital Group, LLC ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 206.48%
Maximum Annual ROE = 38.04%
Minimum Annual Increase = -65.37%
Minimum Annual ROE = 9.72%
| Year | ROE | Change |
|---|---|---|
| 2024 | 12.85% | 30.80% |
| 2023 | 9.82% | -25.43% |
| 2022 | 13.17% | -65.37% |
| 2021 | 38.04% | 206.48% |
| 2020 | 12.41% | -3.89% |
| 2019 | 12.91% | -61.21% |
| 2018 | 33.29% | 24.97% |
| 2017 | 26.64% | 10.26% |
| 2016 | 24.16% | 148.53% |
| 2015 | 9.72% | -57.91% |
The current ROE of Oaktree Capital Group, LLC (OAK-PB) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
11.95%
5-year avg
17.26%
10-year avg
19.30%
Oaktree Capital Group, LLC’s ROE is less than Oaktree Capital Group, LLC 6.625% PFD UT A (7.01%), less than Eagle Point Credit Company Inc. (3.26%), greater than Brookfield Business Corporation (-5073.17%), less than Burford Capital Limited (3.06%), less than Sixth Street Specialty Lending, Inc. (11.89%), less than Patria Investments Limited (19.37%), less than Artisan Partners Asset Management Inc. (67.65%), less than Tri-Continental Corporation (11.91%), less than CVB Financial Corp. (9.18%),
| Company | ROE | Market cap |
|---|---|---|
| 7.01% | $2.50B | |
| 3.26% | $838.64M | |
| -5073.17% | $2.57B | |
| 3.06% | $2.01B | |
| 11.89% | $2.11B | |
| 19.37% | $2.47B | |
| 67.65% | $2.99B | |
| 11.91% | $1.81B | |
| 9.18% | $2.73B |
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